S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.66B
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,458
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$14.3M
3
+$9.78M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.13M
5
MSFT icon
Microsoft
MSFT
+$3.89M

Top Sells

1
+$20.7M
2
+$9.18M
3
+$6.5M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$5.75M
5
BND icon
Vanguard Total Bond Market
BND
+$1.73M

Sector Composition

1 Technology 6.88%
2 Consumer Discretionary 3.58%
3 Financials 3.57%
4 Healthcare 3.52%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$65.3K ﹤0.01%
1,112
+4
1252
$65.2K ﹤0.01%
15,908
-769
1253
$65K ﹤0.01%
+1,072
1254
$65K ﹤0.01%
958
-168
1255
$64.8K ﹤0.01%
586
+190
1256
$64.7K ﹤0.01%
8,300
+300
1257
$64.7K ﹤0.01%
509
+60
1258
$64.6K ﹤0.01%
332
+4
1259
$64.6K ﹤0.01%
6,514
-2,486
1260
$64.6K ﹤0.01%
724
+238
1261
$64.6K ﹤0.01%
10,000
1262
$64.6K ﹤0.01%
1,010
1263
$64.5K ﹤0.01%
743
1264
$64.3K ﹤0.01%
649
+620
1265
$64.3K ﹤0.01%
10,000
1266
$63.9K ﹤0.01%
776
-292
1267
$63.7K ﹤0.01%
1,791
-509
1268
$63.5K ﹤0.01%
293
-19
1269
$63.2K ﹤0.01%
1,306
+29
1270
$63K ﹤0.01%
1,089
+246
1271
$62.9K ﹤0.01%
2,103
-509
1272
$62.8K ﹤0.01%
2,313
+307
1273
$62.7K ﹤0.01%
517
-9
1274
$62.2K ﹤0.01%
2,627
-1,557
1275
$62.1K ﹤0.01%
1,164
49 50
51
52 53